Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,425,153
+$5,500,759 QoQ
Shares Held
22,684
+246.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,726
of 5,058 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Concentric Capital Strategies, LP holds $12,520,566 across 4 Banks - Diversified names. JPM ranks #1 (59.3% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,425,153 | 22,684 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,924,394 | 6,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,070,414 | 3,322 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,096,621 | 54,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,734,431 | 9,432 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,271,566 | 13,337 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,781,126 | 40,804 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,502,398 | 35,580 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,909,132 | 9,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,291,418 | 41,395 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,566,594 | 56,241 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,325,511 | 29,827 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,983,401 | 41,140 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||